See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,082 | $78,926+72.4% | $136,749-0.5% | $84,808+60.5% |
| Participation rate | 36.0% | 62.2%-26.2pp | 72.1%-36.1pp | 68.3%-32.3pp |
| Annual return | 13.68% | 18.17%-4.5pp | 24.33%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,237 | $2,134-42.0% | $3,400-63.6% | $2,631-53.0% |
| Participant deferral / active EE | $2,167 | $3,168-31.6% | $4,692-53.8% | $4,212-48.5% |
| Admin fee / account holder | $34,987 | $6,369+449.3% | $11,386+207.3% | $7,344+376.4% |